Personal Finance , 6 calculators

Income Investing Calculators

Explore rental cash flow, bond ladders, dividend income and inflation-linked investments. Compare the income and return assumptions you enter without treating an estimate as investment advice.

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All 6 income investing calculators

Income Investing

Bond Ladder Builder Calculator

Build a ladder of up to ten bonds bought today and see the cash it pays each year, each bond's yield to maturity and duration, and the yield and duration of the whole ladder, with or without rolling early bonds into the last year. Estimates for education, not advice.

Income Investing

CD and Treasury Ladder Comparison Calculator

Compare a ladder of CDs with a ladder of Treasuries after federal and state tax: the interest each pays by year, each ladder's blended yield, the gap between them, the CD rate that would match the Treasuries, and how many months a broken CD needs at a higher rate to earn back its penalty. Estimates for education, not advice.

Income Investing

Covered Call and Cash Secured Put Income Calculator

Work out the premium, the profit or loss at expiry across share prices, the break-even and the yearly returns of a covered call or a cash-secured put, with the risk-neutral chances the option ends in the money, that you profit, and that the price ends in each range. Estimates for education, not advice.

Income Investing

Dividend Growth Yield on Cost Calculator

Project the dividend income of one stock year by year, after tax, from the shares you own today and from shares bought with reinvested dividends, with the yield on what you paid and the yield a new buyer would get each year. Estimates for education, not advice.

Income Investing

Rental Property Cash Flow Return Calculator

Work out the cash flow, cap rate, cash-on-cash return, debt service coverage and return on the money invested of one rental property, before income tax, then simulate 100 futures of rent growth, vacancy and appreciation inside a seeded, reproducible workbook to see the spread of returns, the share returning less than the mortgage rate and the share with a year of negative cash flow. Estimates for education, not advice.

Income Investing

TIPS vs Nominal Treasury Break Even Calculator

Compare an inflation-protected Treasury (TIPS) with an ordinary Treasury of the same term: the yearly inflation at which both end with the same value, both values across a range of inflation rates before and after tax, and the tax a TIPS owner pays on inflation adjustments received only at maturity. Estimates for education, not advice.

Results are informational and not professional advice. See our Terms of Use. Calculations powered by SpreadsheetWeb.
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